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Paladin Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Paladin Advisory Group’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,853
Closed -$2.77M – 385
2022
Q4 		$2.77M Buy
50,853
+1,718
+3% +$93.3K 2.37% 9
2022
Q3 		$2.52M Buy
49,135
+12,910
+36% +$718K 2.3% 12
2022
Q2 		$2.01M Buy
+36,225
New +$2.1M 1.73% 17
2022
Q1 		– Sell
-23,844
Closed -$1.51M – 400
2021
Q4 		$1.51M Buy
+23,844
New +$1.47M 1.22% 27

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paladin Advisory Group's JEPI Position: Q4 2025 in Review

Paladin Advisory Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 290 shares — an estimated $16.6K sold.

Paladin Advisory Group first reported a position in JEPI in Q1 2022 and held it in 12 quarters. The position peaked at $3.82M in Q1 2024. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

  • Paladin Advisory Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 290 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $16.6K.
  • Paladin Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 12 quarters.
  • Paladin Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $3.82M in Q1 2024.
  • 1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Paladin Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.